Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!

Charitable Remainder Unitrust

Stock or Cash

Unitrust

Donor

Episcopal

Benefits of a charitable remainder unitrust

Receive income for life, for a term of up to 20 years or life plus a term of up to 20 years

Avoid capital gains on the sale of your appreciated assets

Receive an immediate charitable income tax deduction for the charitable portion of the trust

Contact us

Charitable remainder unitrust for income. A charitable remainder unitrust pays you income that reflects the value of the trust's assets. Your income has the potential to increase over time as the trust grows in value.

How to select the right unitrust payout. There are several unitrust payout options to meet your needs. The best payout option may depend on the nature of the asset used to fund the trust. We would be happy to work with you and your tax advisor to determine which payout option is best for you.